Capital Southwest Mergers and Acquisitions Summary

Private Equity Profile

Capital Southwest’s most common sectors for investment are energy services and equipment (25%) and business services (13%). The Firm’s most common investment types include growth capital (38%) and buyout (lbo, mbo, mbi) (25%). In total, Capital Southwest has invested in 4 US states.

In the last 3 years, Capital Southwest has exited 1 company. The Firm’s most common exit type is secondary buyout (50%).

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M&A Summary

  • M&A Total Activity10
    • M&A Buy Activity8
    • M&A Sell Activity2
  • Total Sectors Invested 7
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3

Capital Southwest Corp. is a credit focused business development company focused on providing financing to profitable, mid-sized companies throughout the US. The Firm doesn't have any sector preferences and will consider a variety of investment structures. Capital Southwest Corp. was originally established in 1961 and is headquartered in Dallas, Texas.


Investment Criteria

Sectors of Interest: Beverages, Building Materials, Chemicals, Consumer Products, Distribution, Energy Services and Equipment, Engineering, Food, Healthcare Services, Internet Software and Services, Life Science, Manufacturing, Medical Products, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 3 15
Investment Size 5 20
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 8 - - - - - 8
Sell (0.2/yr) # 1 - 1 - - - 2
  10

Most Recent M&A

Company Date Value Type
Winzer Corp. 2017-10-30 - Secondary Buyout
Plano, Texas · www.winzerusa.com
CSW Industrials, Inc. 2015-10-01 - Spin Off
Dallas, Texas · www.cswindustrials.com
Winzer Corp. 2015-06-09 - Growth Capital
Plano, Texas · www.winzerusa.com
KBI Biopharma, Inc. 2015-03-31 - Secondary Buyout
Durham, North Carolina · www.kbibiopharma.com
Trax Technologies, Inc. 2015-03-19 - Buyout (LBO, MBO, MBI)
Scottsdale, Arizona · www.traxtech.com
Deepwater Corrosion Services, Inc. 2013-04-23 - Growth Capital
Houston, Texas · www.stoprust.com
Titan Liner LLC 2012-07-26 - Stake Purchase
Midland, Texas · www.titanliner.com
The RectorSeal Corp. 2010-03-31 - Growth Capital
Houston, Texas · www.rectorseal.com
Environmental Pest Service LLC 2010-01-01 - Buyout (LBO, MBO, MBI)
Tampa, Florida · www.environmentalpestservice.com
iMemories, Inc. 2009-08-11 - Venture
Scottsdale, Arizona · www.imemories.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Trax Technologies, Inc. 2015-03-19 Veraction LLC 2018-06-25 1
Scottsdale, Arizona · www.traxtech.com Memphis, Tennessee · www.veraction.com
KBI Biopharma, Inc. 2015-03-31 Elion LLC 2018-01-22 2
Durham, North Carolina · www.kbibiopharma.com Louisville, Colorado · www.elionlabs.com
KBI Biopharma, Inc. 2015-03-31 Alliance Protein Laboratories, Inc. 2017-06-15 1
Durham, North Carolina · www.kbibiopharma.com San Diego, California · www.ap-lab.com

M&A by Sector

Sector Current # Value All-time # Value
Energy Services and Equipment 2 (29%) - 2 (25%) -
Business Services 1 (14%) - 1 (13%) -
Chemicals 1 (14%) - 1 (13%) -
Distribution - - 1 (13%) -
Internet Software and Services 1 (14%) - 1 (13%) -
Life Science 1 (14%) - 1 (13%) -
Software 1 (14%) - 1 (13%) -
Total 7 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (100%) - 8 (100%) -
  Texas 3 (43%) - 4 (50%) -
  Arizona 2 (29%) - 2 (25%) -
  North Carolina 1 (14%) - 1 (13%) -
  Florida 1 (14%) - 1 (13%) -
Total 7 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 2 (29%) - 3 (38%) -
Buyout (LBO, MBO, MBI) 2 (29%) - 2 (25%) -
Secondary Buyout 1 (14%) - 1 (13%) -
Stake Purchase 1 (14%) - 1 (13%) -
Venture 1 (14%) - 1 (13%) -
Total 7 - 8 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (50%) -
Spin Off 1 (50%) -
Total 2 -

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
1 100%
Exited to
PE Firm(s)
100%
1 100%